Unclaimed
Christopher Clark is a financial advisor with over 20 years of experience in the industry. He is currently registered with LPL Financial LLC and Global Retirement Partners LLC. Christopher provides a variety of financial services to individuals, families, and businesses. His areas of expertise include investment management, retirement planning, and financial planning. Christopher is dedicated to helping clients achieve their financial goals. He is committed to providing personalized service and building long-term relationships with his clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/13/2010 - Present
LPL Financial LLC (LOS GATOS CA)
CA
11/28/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (LOS GATOS CA)
CA
06/14/2006 - 11/28/2008
FSC SECURITIES CORPORATION (LOS GATOS CA)
NA
11/05/1984 - 12/31/1989
AMEV INVESTORS, INC.
BOTH
Issued 07/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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